Defined Contribution: Reporting & Compliance


Reporting & Compliance:

Advance Copies of 2015 Form 5500 Available

IRS Modifies Retirement Plan Correction Procedure

EBSA Grants New Flexibility for Annual 401(k) Fee Disclosure

Informational Copies of 2014 Form 5500 Available

IRS Guidance on Retirement Plans and Same-Sex Spouses

Final Regs on Suspending 401(k) Safe-Harbor Contributions

DOL Tweaks 2013 Investment Disclosure Deadline

Render DOL Plan Audits Painless

IRS Finds Excess 401(k) Deferrals Among Form W-2 Errors

IRS Updates Employee Plans Compliance Resolution System

DOL Provides Help for Tardy Vendor Fee Disclosures

DOL Rules a MEP Isn't a Single Plan Under ERISA

DOL Issues Additional Fee Disclosure Guidance

DOL Final Rule Extends Deadlines for Service Provider and Participant-Level Fee Disclosures by 3 Months

New IRS Form 8955-SSA Released for Deferred Vested Benefits

DOL Offers More Guidance on Electronic Fee Disclosure

Plan Sponsors Lack Knowledge of Revenue-Sharing Fees

In 2012, 401(k) Disclosures Will Shine a Light on Fees

For 2012, IRS Raises Retirement Plan Contribution Limits

Obama Administration Issues Final Rule on Investment Advice

Preparing for Service Provider Fee Disclosures

DOL Issues Policy on Electronic Disclosure of Participants' 401(k) Fees

Regulations and Costs Shape Future of 401(k) Plans

DOL Aligns Deadlines for Retirement Plan Fee Disclosures

DOL Urged to Expand Electronic Disclosures by Benefit Plans

Supreme Court Ruling Shows Need to Tighten Up SPDs

How to Conduct a Retirement Plan Assessment

For 2011, Retirement Plan Contribution Limits Mostly Unchanged

When a Domestic Relations Order Becomes a QDRO

Benefit Distribution Form: Spousal Consent

Profit Sharing Plan: Spousal Consent

See also:
Nondiscrimination & Compliance Tests...


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